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Learn more about making an appointment

What is the benefit of scheduling an appointment online?

Scheduling an appointment offers you a convenient way to save time and make the most of your meeting with us. Scheduling an appointment allows you to:

  • Speak to a specialist at a time that works for you - without waiting in line
  • Tell us in advance what you'd like to talk about so that we can prepare
  • Make sure there's a specialist at the financial center who can answer your questions
Can I still go directly to my financial center and meet with an associate without making an appointment?
Yes, you can visit a financial center without an appointment.
My topic isn't listed here. Can I still make an appointment?
Yes. If your specific need isn't listed, please choose the topic that's most similar. You can also use the comments section to include more detail about what you'd like to discuss.
Visit our frequently asked questions for more information on scheduling an appointment.
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Secure area

If your appointment is with a Merrill Edge Financial Solutions Advisor, you should be aware that a Merrill Edge Financial Solutions Advisor can provide solutions that include FDIC insured deposit products with Bank of America and non-FDIC insured investment products from Merrill Lynch.

Investment and insurance products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

Merrill Edge, available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"), consists of Merrill Edge Advisory Center (investment guidance) or self-directed online investing.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

MLPF&S is a registered broker-dealer, Member SIPC layer and a wholly owned subsidiary of Bank of America Corporation.

Insurance Products are offered through Merrill Lynch Life Agency Inc. (MLLA) and/or Banc of America Insurance Services, Inc., both of which are licensed insurance agencies and wholly-owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
© 2024 Bank of America Corporation. All rights reserved.

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